Senior Financial Analyst

Job Title : Senior Financial Analyst

Location : Phoenix, AZ

Work Model : Full-Time, Fully Onsite

Compensation : Commensurate with Experience

About the Company : Our client is an industry-leading commercial real estate platform with a proven track record across development, acquisitions, and asset management. Based in Phoenix, the firm operates nationally and manages a diversified portfolio spanning self-storage, industrial, office, multifamily, and healthcare assets. Projects include ground-up development, build-to-suit, acquisitions, and redevelopment initiatives across multiple asset classes.

About the Role : The Senior Financial Analyst will support a diverse commercial real estate portfolio through underwriting, financial modeling, due diligence, and investment analysis. The ideal candidate brings 3+ years of relevant CRE experience, strong quantitative and qualitative skills, advanced Excel and Argus modeling capabilities, and the ability to manage multiple priorities in a fast-paced environment. Responsibilities include financial analysis and underwriting, preparation of research and investment marketing materials, and collaboration with senior team members across transactions and ongoing asset management initiatives.

This is a long-term analyst seat designed for someone who values stability and becoming a trusted technical partner over time, rather than pursuing a traditional promotional track.

Key Responsibilities :

• Provide analytical and asset management support across a diversified CRE portfolio, including office, industrial, self-storage, multifamily, and healthcare
• Prepare and review cash flow models using Excel and ARGUS Enterprise
• Develop and evaluate acquisition and development cost budgets
• Prepare and review rent rolls, historical operating statements, and other financial
• data supporting cash flow projections and budgets
• Abstract lease agreements and review key property-level documents
• Assist with financial due diligence and transaction closing processes
• Perform market and competitive research
• Write, prepare, and assemble Investment Memoranda and related marketing or
• investment materials
• Review and analyze financing proposals and commitments
• Build and maintain partnership cash flow distribution (waterfall) models
• Support ad hoc analytical projects as needed

Required Qualifications & Experience :

Education

Experience

Skills & Attributes